Scheduled Reports

Scheduled reports can be scheduled for distribution on a daily, weekly, monthly, or yearly basis to individual user roles, or custom email addresses. You specifically send out information regarding forecasts or work history on individual skills, and multiple date ranges that retrieve information desired a desired format.

What do you want to do?

Tasks in this Topic Include:

• Scheduled Reports Table
• Overview Tab
• Report Selection Tab
• Schedule Tab
• Date Range Tab
• Recipients Tab
• Add a Schedule

Related Tasks:

• Set Up Monet
• Shift Profiles
• RTA Configuration
• Break Settings
• Set Global Options
• Status Alerts
• Anywhere Options
• Supervisors
• Time Off Manager Rules
• Reminders
• Shift Swapping Options
• Change Password

Scheduled Reports Table

The table displays a list of schedules to run reports. Schedules can be added or deleted.

Scheduled Reports Table Fields	Description
Schedule Name	Name given for the schedule created.
# Reports	Auto fills once number of reports is determined.
Frequency	Auto fills once frequency is determined.
Date Range	Auto fills once the Date Range is selected.
# Recipients	Auto fills once the number of recipients is chosen.
Add Schedule	Adds a new schedule.
Delete Schedule	Deletes the selected schedule.  A confirmation message will display.
Save	Saves the scheduled reports information.

Overview Tab

The Overview tab displays by default along with the Scheduled Reports table. It displays the report selection, format style, and filters applied to the report.

Overview Tab Fields	Description
Report Name	After choices are made in the Select Report and Filters and Settings sections, the report name will display in the table.
Format	Displays the chosen report format in the table.
Filters	Displays a list of filters applied to the report.
Schedule	The schedule length
Date Range	The schedule date range in days, weeks, months, quarters, years.
Recipients
Send Report Via	SFTP or Email.
Send Report To	Users, Agents, Supervisors, Custom Email that will receive the report.

Report Selection Tab

The Report Selection tab provides a list of report to schedule, along with filters to apply to the report. The choice of filters varies depending on which report is chosen.

Report Selection Tab Fields	Description
Report Name	After choices are made in the Select Report and Filters and Settings sections, the report name will display in the table.
Format	Displays the chosen report format in the table.
Filters	Displays a list of filters applied to the report.
Add Report	Adds a report to the Report Selection table.
Delete Report	Deletes the selected report from the Report Selection table.
Select Report	A drop-down showing a list of all available reports. (Metrics reports have an additional drop-down called Metrics Reports Owner. This allows Full Access or choice of an agent name.)
	Agent Adherence Report Agent Status Report Availability Report Average Task Time Balance Staff (Schedule) Balance Staff (Staffing) Break Table Cost Of Schedule Coverage, Daily Report Database Ranking Report Date Range Report Distinctive Day Detail Report Distinctive Day Summary Report Exception Report/Forecast Report Full Employee Report Hours Worked Login/Logout Report Non-call Roster Out Of Adherence Transaction Performance Chart Preference Report Required vs. Scheduled Required vs. Scheduled vs. Assigned Roster Sheet Schedule, Service Performance Reports Shift Profile Standard Roster Tardy/Early Out Report Task Volume Chart Total Staffing Chart Total View Report Unassigned Employee Unassigned Schedule Weekly Condensed Weekly Individual (Metrics) Forecast AHTVolumeWorkload (Metrics) Forecast AsaAbandon (Metrics) LaborCost (Metrics) Performance Adherence (Metrics) Performance AnswerAbandon (Metrics) Performance AnswerStats (Metrics) Performance ServiceLevel (Metrics) Pulse (Metrics) Scorecard (Metrics) Staffing
Filters And Settings	The selections will vary based on the type of report selected.
Format	PDF, XLS, CSV
Skill Team	Select a skill team from the drop-down list.
Separate Reports	If checked, each skill team will have its own separate report.
Site	Select a site from the drop-down list.
Separate Reports	If checked, each site will have its own separate report.
Employee Team	Name of a Employee team.  This is set up when editing an employee.
Separate Reports	If checked, each Employee Team will have its own separate report.
Include Scheduled Activities	Scheduled activities are activities on the agent roster at the time of the event
Separate Reports	If checked, each activity will have its own separate report.
Sort By	Displays a drop-down where sorting choices can be checked or not
Summary	Displays a report summary (Agent Adherence Report)
Details	Displays report details (Agent Adherence Report)
Report Hours	(00 to 23):( 00 to 55) To (00 to 23):(00 to 55) (Average Task Time Report, Performance Charts, Task Volume Chart Report)
Show only failures in coverage	Checkbox (Coverage Report)
Distinctive Day Code	Drop-down (Distinctive Day Detail Report, Distinctive Day Summary Report)
Sort By (Date, Exception Codes)	Exception Report
Type (All, + - N, Mid-day, Regular)	Exception Report
Exception Codes	Exception Report
Replace special characters in CSV export	Exception Report
Interval	15, 30, 60 (Forecast Report, Service Performance Reports)
Included Activities	Drop-down with activities (Hours Worked)
Designated Hours (Use Designated Hours)	Checkbox (Hours Worked)
No. Of Transactions	Drop-down (1-5, 6-10, 22-25, 26 or more) (Out of Adherence Transaction Report)
Or Min Length Of Transactions	Any, 1 Min., 5 Min., 10 Min., 15 Min. (Out of Adherence Transaction Report)
Service Level/ASA	Radio buttons for Service Level or ASA (Service Performance Reports)
Shift Profiles	Drop-down (Shift Profiles Report)
Employee	Employee list (Standard Roster Report, Weekly Individual Report)
Sort By	Start Time, End Time, Skill Team, Employee Name (Standard Roster Report)
Include Exceptions and Non-Calls	Checkbox (Standard Roster Report)
Set Tardy/Early Out threshold to (minutes)	Tardy/Early Out Report
Status	Color (Metrics Forecast AhtVolumeWorkload Report, Metrics Forecast AsaAbandon, Metrics LaborCost, Metrics Performance Adherence, Metrics Performance AnswerAbandon, Metrics Performance AnswerStats, Metrics Performance ServiceLevel, Metrics Pulse, Metrics Staffing)
Detailed View	Checkbox (Metrics Forecast AhtVolumeWorkload Report, Metrics Forecast AsaAbandon, Metrics LaborCost, Metrics Performance Adherence, Metrics Performance AnswerAbandon, Metrics Performance AnswerStats, Metrics Performance ServiceLevel, Metrics Pulse, Metrics Scorecard, Metrics Staffing)
Cost Per	Agent, Call (Metrics Labor Cost)
Show Unscheduled	Checkbox (Metrics Pulse Reports)

Schedule Tab

The Schedule tab contains the parameters to control when the schedule will run and when it will end.  Schedules can be set for hourly, weekly, monthly, and yearly; and run on specific

days.

Schedule Tab Fields	Description
Hourly	Radio button for hour
Recur every _ hours	Will recur the number of hours entered
Between 00:00 and 00:00 in site _	Enter time range and the site affected
Sunday	Sunday checkbox
Monday	Monday checkbox
Tuesday	Tuesday checkbox
Wednesday	Wednesday checkbox
Thursday	Thursday checkbox
Friday	Friday checkbox
Saturday	Saturday checkbox
Weekly	Radio button for week
Recur every _weeks	Will recur the number of weeks entered
At 00:00 in site _	Time to start at selected site
Sunday	Sunday checkbox
Monday	Monday checkbox
Tuesday	Tuesday checkbox
Wednesday	Wednesday checkbox
Thursday	Thursday checkbox
Friday	Friday checkbox
Saturday	Saturday checkbox
Monthly	Radio button for month
Day	1 to 31
of every _ month (s)	Will recur every 1-12 months
The _	First, second, third, fourth, last
Day	Day, weekday, weekend day, Sunday through Saturday
of every_month	1-12 months
At 00:00 in site	Time to start at selected site
Site	Select a site from the drop-down list
Yearly	Radio button for year
Every (month)_	January through December, 1-31
The _in day of_	First, second, third, fourth, last; day, weekday, weekend day, Sunday through Saturday; January through December
At 00:00 in site_	Start time in site (choose from drop-down)
Start	The start date for the schedule
No End Date	The schedule will continue indefinitely
End after_ Occurrences	1-999
End by	The end date for the schedule

Date Range Tab

The Date Range tab is used to set the run date of a report for days that have already passed by entering a negative number. Future days are designated by entering a positive number. The report can be run using Days, Weeks, Months, Quarters, or Years. When the date is determined, the information line will change showing what the report will contain (If run today, this report would include: 8/3/2017 to 8/3/2017).

Date Range Tab Fields	Description
From X	Enter a minus or positive value (-1 or 0, etc.)
Drop-down	Days, Weeks, Months, Quarters, Years
to X	Enter a minus or positive value (-1 or 0, etc.)
Drop-down	Days, Weeks, Months, Quarters, Years
If run today, this report would include:	This message updates based on the choices made for From and To.
"-1" = yesterday / last week/month/quarter/year	Information notes
"0" = current day/week/month/quarter/year	Information notes
"1" = current day/week/month/quarter/year	Information notes

Recipients Tab

The Recipients tab is used to determine who will receive the reports, and the method used to send them.

Recipients Tab Fields

Recipients Tab Fields	Description
Add Recipient	Adds a report recipient
Delete Recipient	Deletes the selected recipient
Send Report Via (SFTP or Email)	Choose SFTP or Email
Send Report To	Users, Agents, Supervisors, Custom Email
Send Report Via (Email or SFTP)	Choose SFTP or Email
Send Report To	Enter an Email address if Custom Email chosen

Add a Schedule

1. Go to Setup > Scheduled Reports.

2. Select Add Schedule.
3. Enter a name for the schedule.
4. Select the Reports Selection Tab.
5. Select Add Report.
6. Select a report from the list.
7. Use the filters and settings to configure the report.

8. Select a Format (PDF, XLS, CSV).
9. Choose Skill Team, Site, Employee Team.
10. Sort by Summary or Details.
11. Choose Work Groups.
12. When finished, select the Schedule tab.
13. Selects the dates to run the report.
14. Select the Date Range tab.

15. Enter a From and To value as a minus or positive number.
16. Select Day, Week, Month, Quarter, or Year.
17. Select the Recipients tab.
18. Select Add Recipient.
19. Select Send Report Via, and choose Email.
20. Choose Send Type (Users, Agent, Supervisor, or Custom Email).

21. Save the scheduled report.